9 commits

Author	SHA1	Message	Date
Zach Gollwitzer	b1bfdef8ff	Isolate infinite loop bug, add timeout to actions (#583) ... * Isolate infinite loop bug, add timeout to actions * Increase timeout to allow for temporary failure * Set correct timeout, implement temporary fix * Trigger syncs at controller layer	2024-03-29 12:53:08 -04:00
Zach Gollwitzer	f904d9d062	Add the ability to "rollup" values in a time series (#554) ... * Clean up time series models * Add value group rollup class for summarizing hierarchical data * Integrate new classes * Update UI to use new patterns * Update D3 charts to expect new data format * Clean up account model * More cleanup * Money improvements * Use new money fields * Remove invalid fixture data to avoid orphaned accountables * Update time series to work better with collections * Fix tests and UI bugs	2024-03-19 09:10:40 -04:00
Zach Gollwitzer	fe2fa0eac1	Multi-currency support: Money + Currency class improvements (#553) ... * Money improvements * Replace all old money usage	2024-03-18 11:21:00 -04:00
Dave Corson-Knowles	e5750d1a13	Add presence validations for required fields (#545) ... * Adds basic validations for required fields Also deletes a few extraneous .keep files Does not add the family_id required field for user, since that breaks the basic test setup * Restore keep files to this branch * Remove Credit model and validate models behind ids * Restore concerns .keep	2024-03-15 15:21:59 -04:00
Zach Gollwitzer	6f0e410684	Dashboard View and Calculations (#521) ... * Handle Turbo updates with tabs Fixes #491 * Add Filterable concern for controllers * Add trendline chart * Extract common UI to partials * Series refactor * Put placeholders for calculations in * Add classification generated column to account * Add basic net worth calculation * Add net worth tests * Get net worth graph working * Fix lint errors * Implement asset grouping query * Make trends and series more intuitive * Fully functional dashboard * Remove logging	2024-03-06 09:56:59 -05:00
Zach Gollwitzer	0fe9b6d34a	Add Money and Money Series (#505) ... * Add Money class * Standardize creation of money series * Formatting * Fix test	2024-03-01 17:17:34 -05:00
Zach Gollwitzer	dbf575c02a	Basic Account Balance Sync Algorithm (#501) ... * Sketch out sync interface * Add basic account sync algorithm * Update logic for final balance in series * Remove start_date concept * Clean up tests * Improve clarity of test * Update app/models/account.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/transaction.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Update app/models/valuation.rb Co-authored-by: Rob Zolkos <rob@zolkos.com> Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> * Re-organize code, simplify job interface * Consolidate balance calculations * More cleanup --------- Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Co-authored-by: Rob Zolkos <rob@zolkos.com>	2024-02-29 08:32:52 -05:00
Zach Gollwitzer	7e324f1b53	Scaffold out Account Syncing (#474) ... * Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo * Refactor series logic * Scaffold out basic sync process for accounts * Fix tests	2024-02-22 11:35:06 -05:00
Zach Gollwitzer	b5b2d335fd	Add Live Data to Account Page (#464) ... * Add trends, time series, seed data * Remove test data * Replace old view values with helpers * Fix tooltip bugs in D3 chart * Fix tests * Fix smoke test * Add CRUD actions for valuations * Scaffold out inline editing with Turbo	2024-02-20 09:07:55 -05:00